We are live on ! Find out more
PSA icon

Public Storage

881 hedge funds and large institutions have $40.8B invested in Public Storage in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 308 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

74% more call options, than puts

Call options by funds: $91.7M | Put options by funds: $52.7M

12% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 274

6% more funds holding

Funds holding: 833881 (+48)

2% less capital invested

Capital invested by funds: $41.8B → $40.8B (-$933M)

1.15% less ownership

Funds ownership: 79.65%78.51% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
881
Holders Change
+48
Holders Change %
+5.76%
% of All Funds
15.42%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
104
Increased
308
Reduced
274
Closed
45
Calls
$91.7M
Puts
$52.7M
Net Calls
+$38.9M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
526
IEQ Capital
California
$553K +$182K +579 +45%
SFS
527
Strategic Financial Services
New York
$548K
TMAM
528
Tokio Marine Asset Management
Japan
$548K +$30.4K +97 +6%
AIS
529
American Investment Services
Massachusetts
$538K
CCA
530
Checchi Capital Advisers
California
$534K +$18.5K +59 +3%
JFGLC
531
Johnson Financial Group LLC (Colorado)
Colorado
$531K -$45.5K -145 -7%
EWM
532
Empirical Wealth Management
Washington
$528K -$117K -374 -17%
DC
533
Davenport & Co
Virginia
$528K -$18.8K -60 -3%
AF
534
Arrow Financial
New York
$520K -$329K -1,050 -38%
BC
535
Bartlett & Co
Ohio
$517K
BCWM
536
Bartlett & Co Wealth Management
Ohio
$517K
PFO
537
Pathstone Family Office
New Jersey
$516K +$258K +821 +90%
SBF
538
Sara-Bay Financial
Florida
$512K
LS
539
Livforsakringsbolaget Skandia
Sweden
$511K -$251K -800 -32%
SAM
540
Summit Asset Management
Tennessee
$511K
LAI
541
Legal Advantage Investments
California
$510K
WC
542
Winmill & Co
New York
$505K
PIM
543
Perpetual Investment Management
Australia
$504K
LAIC
544
Lederer & Associates Investment Counsel
California
$503K +$43.6K +139 +9%
SI
545
Stephens Inc
Arkansas
$502K -$115K -365 -18%
CAM
546
Cresset Asset Management
Illinois
$499K +$89.7K +286 +21%
AG
547
AIA Group
Hong Kong
$497K -$1.94M -6,176 -79%
DCM
548
Donaldson Capital Management
Indiana
$497K -$35.1K -112 -6%
GT
549
Greenleaf Trust
Michigan
$496K +$38K +121 +8%
ST
550
Spinnaker Trust
Maine
$492K

PSA Hedge Fund Activity: Q3 2021 in Review

881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2021, worth a combined $40.8B — down 2.2% from $41.8B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PSA positions and 45 closed out — a net gain of 59 holders — while 308 added to existing stakes and 274 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $442M.

  • 881 institutional investors held Public Storage (PSA) as of Q3 2021, up from 833 in Q2 2021.
  • Funds reported $40.8B of Public Storage stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 104 funds opened new Public Storage positions in Q3 2021 and 45 closed out, a net change of +59 holders.
  • The largest Public Storage buyer in Q3 2021 was Centersquare Investment Management, an estimated $123M added.
  • The largest Public Storage seller in Q3 2021 was Wellington Management Group, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2021.